+18.9%
PRTA vs VOO
+568.8%
-549.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.1% | -2.0% |
| 7D | +4.3% | -0.6% | +4.8% | +5.4% |
| 30D | -3.2% | -3.6% | +0.5% | +2.2% |
| 3M | -6.1% | -2.7% | -3.4% | -2.4% |
| 6M | -20.2% | +2.2% | -22.5% | -22.8% |
| YTD | -10.4% | +10.9% | -21.3% | -22.4% |
| 1Y | -18.7% | +11.3% | -30.0% | -30.0% |
| 3Y | -74.3% | +76.9% | -151.2% | -88.7% |
| 5Y | -84.7% | +73.5% | -158.2% | -92.8% |
| 10Y | -85.7% | +307.7% | -393.4% | -98.2% |
| All | +18.9% | +568.8% | -549.9% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling